Cassady Schiller Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $520 | Buy |
+7
| New | +$520 | ﹤0.01% | 963 |
|
|
2024
Q2 | – | Sell |
-235
| Closed | -$15.3K | – | 489 |
|
|
2024
Q1 | $15.3K | Hold |
235
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $21.5K | Hold |
235
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $16.6K | Hold |
235
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $15K | Hold |
235
| – | – | 0.01% | 302 |
|
|
2023
Q1 | $15.5K | Hold |
235
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $9.57K | Buy |
+235
| New | +$9.57K | 0.01% | 319 |
|
|
2022
Q1 | – | Sell |
-235
| Closed | -$54K | – | 491 |
|
|
2021
Q4 | $54K | Buy |
+235
| New | +$54K | 0.03% | 197 |
|